Symphony Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Buy
37,912
+10,421
+38% +$412K 0.16% 103
2026
Q1
$1.09M Buy
27,491
+6,439
+31% +$259K 0.14% 111
2025
Q4
$849K Buy
21,052
+11,977
+132% +$485K 0.11% 117
2025
Q3
$368K Buy
9,075
+4,232
+87% +$170K 0.04% 197
2025
Q2
$264K Sell
4,843
-1,363
-22% -$54.2K 0.03% 215
2025
Q1
$247K Buy
6,206
+185
+3% +$7.36K 0.15% 81
2024
Q4
$237K Buy
6,021
+564
+10% +$22.7K 0.04% 200
2024
Q3
$226K Buy
+5,457
New +$223K 0.04% 203

Other funds holding TOTL

Symphony Financial's TOTL Position: Q2 2026 in Review

Symphony Financial increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 38% in Q2 2026, buying an estimated $412K and bringing the position to 37,912 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #103.

Symphony Financial first reported a position in TOTL in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Symphony Financial held 37,912 shares of State Street DoubleLine Total Return Tactical ETF worth $1.5M as of Q2 2026.
  • Symphony Financial bought 10,421 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $412K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.16% of Symphony Financial's portfolio in Q2 2026, its #103 holding.
  • Symphony Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.